India, every mention
23 scenes (2021) · ← back to India
tap a year for its mentions
every year 2021 anyone Dan Tannenbaum 91Ted Seides 51Ellen Ellison 21James Aitken 19Bruce MacDonald 18Muthu Muthiah 14Louis-Vincent Gave 8Jenny Heller 8Kimberly Sargent 7Ed Grefenstette 7
Verbatim, from the transcripts: the passages where India comes up
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 41:18 Jamie Montgomery People had no choice but to change their behavior, so e-commerce and digitization of money, electronic payments, and we had the largest electronics payment company in India.
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 1:07:21 Tushar Jain I really love these video games that have this historical concept and one of the rulers of ancient Rome or China or India or something playing this game. 2 times in the scene
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
- ▶ 11:27 Himanshu Gulati My dad said to me, we're going to move from India to the US, and we're going to give you an opportunity from here on in, create your own opportunity. 2 times in the scene
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 5:41 Ellen Ellison About 18 months to two years ago, and we had done a deep dive for Indian managers, and in the context of that, we started talking to Rashmi.
- ▶ 42:54 Ellen Ellison Can combine, I think of it as a barbell, these issues of tremendous growth, but perhaps more limited liquidity characteristics and small to mid cap stocks with the larger cap companies that are more liquid in India. 4 times in the scene
- ▶ 49:36 Rashmi Kwatra You know, we had a liquidity crisis in India. 3 times in the scene
- ▶ 54:21 Ellen Ellison So I've spoken with a number of managers who have been very constructive on how business in India has reacted during this awful pandemic period, and it's interesting to see, well, first of all, the Indian markets are doing well, but I'd… 6 times in the scene
- ▶ 1:02:55 Ellen Ellison So you're talking about the unofficial, the informal economy versus the official economy, which obviously under Prime Minister Modi forced the black, we call it the black market in India, they call it the informal economy, forced all of… 10 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 41:38 Barry Sternlicht Like a 20 in India is not the same thing as a 20 in the United States. 4 times in the scene
- ▶ 43:51 Barry Sternlicht When we went to India, our clients were, you need to be in India.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 38:23 Daniel Graña So HDFC in India and Walmex in Mexico are good examples of those. 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 9:23 Tom Lenehan And so one of the things I wanted to touch on during my discussion with Bill was how do you put everything on one common bar to say that looking at an early stage software investment in India, how does that compete with a Rust Belt… 2 times in the scene
- ▶ 18:16 Bill Ford India, we've been in India since 2001, and we've done lots of things there. 4 times in the scene
- ▶ 23:23 Bill Ford I mean, our, our nine-person management committee, I think we have five non-US passport holders of all different countries, and we have French, Bolivian, Indian, and Chinese, so that's pretty fun.
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 31:29 David Rubenstein I'm counting China and India, I suppose, is developed for this purpose.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 11:35 Jeremy Grantham Bangladesh, Pakistan, India by, uh, 2170 and Africa, which will be the other, the zone that feels the great stress will be about three billion or more.
- ▶ 34:32 Jeremy Grantham We have been carried on the broad back of China and India and so on, but the developed world has been slowly but steadily losing its growth rate, and one of the reasons is that after the financial crash, we became too jittery about deficit…
- ▶ 38:31 Jeremy Grantham They're China, who is going to represent, according to the World Bank, over 30% of the entire world's growth over the next 20 years, and India, which is going to be an increasingly important player,
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 56:02 Robert F. Smith It is India and the Asian Peninsula.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 53:40 John Connaughton And so the secret sauce that they don't get is that the reason why they want to work with each other, the reason why we have the longest tenured Asia head, Japanese head and India head.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 1:00:41 Paul Salem I don't know if you ever read Shantara, but it is an amazing book about this convict from Australia that escapes to the slums of India. 2 times in the scene
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 51:36 Colette Chilton You know, I get to go to China and India and meet all these people and support an amazing college, and I'm very proud of all of that and feel extremely humble about the whole thing, and you meet a lot of people in our business who are not…